Today, PTC Therapeutics reported full results from a 52-week trial with PTC518 for Huntington’s Disease. The data failed to support an intriguing early data cut last year that prompted Novartis to pay $1B for shared US profits and majority rights outside the US. Unlike the previous n=32 data hinting at dose-dependent full-length huntingtin lowering (up to -43% in the CSF at the high dose) and corresponding improvements in functional outcome measures, the company had to dig deep to find hints of functional efficacy in today’s n=159 dataset. In other words, an accelerated approval based on the PIVOT-HD trial is now highly unlikely. Even huntingtin knockdown came down from -43% reported last year to the -20-25% range in the CSF and was not dose dependent.
That Novartis licensed the PCT molecule was surprising to me in the face of overwhelming evidence that protein derived from exon 1 huntingtin mRNA is the toxic molecule and increases in production as the CAG triplett somatically expands during the disease course (see this blog entry). To me at least it seems that full-length huntingtin has fairly little to do with contributing to the disease. Indeed, some had started to worry that targeting (full-length) huntingtin may even be harmful based on striatal atrophy caused by an antisense compound by Roche and Ionis (which I and others think can be attributed to the problematic phosphorothioate backbone chemistry of tominersen). So at least in that sense, comfort can be taken from the PIVOT-HD results that there was no apparent worsening of disease caused by full-length huntingtin-lowering by the PTC518 splice modulator pill.
I can see that taking a once daily oral pill instead of drilling a hole in your skull may be preferable and an enticing prospect for a Big Pharma, but what good is that when the pill aims at the wrong target and will not work? Of course, UniQure’s AAV-based DNA-directed RNAi therapy capable of targeting exon 1 mRNA will eventually be challenged and complemented by similar, but less invasive exon 1-targeting oligonucleotides or the nascent class of triplett expansion inhibitors, but a lot has to be said about the virtues of a drug that is not only targeted at the right transcript, but also where the exposure is limited to the main affected structure in the CNS.
So while I understand that PIVOT-HD will cause some disappointment in the Huntington’s community, the data is making much more sense again from a mechanistic point of view following the confusion caused by the earlier data cut. This should also give regulators further impetus to fast-track AMT-130 towards accelerated approval based on an upcoming 3-year comparison with propensity-matched natural history data.
3 comments:
Where does Wave Life Sciences' WVE-003 fit into the competitive landscape?
I am afraid that Wave's current strategy of targeting full-length, albeit the mutant form only will not work.
Wave's clinical data for Huntingtin was nicely positive. They are preparing to file for accelerate approval. The main question is how does it stack up against the competition.
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